One common request when creating a Dynamics CRM solution for a client is to change the names of entities to keep them in sync with the industry vertical or the company, in question. While it may be common practice, there is no best practice. Taking this into consideration, a pet peeve of mine is when I see a name-changing process not […]
We have all had those “WTH?” moments. Since the release of Project Service Automation(PSA) I have been working with the product on a trial version, which was then upgraded to a Production version. As a result of this upgrade, I started to encounter strange form behavior randomly through the solution.
That behavior started with forms freezing on load then progressed […]
One of the complaints I hear over and over again as a consultant for Dynamics CRM is, ‘There are too many clicks!’. I am told over and over again that Microsoft should be following the three-click rule. Well, I am here to tell you the three-click rule is a myth.
User complaints about lengthy click paths are really about users […]
What the heck did I just say in the title? This is so true though. Without project planning, you end up with soup instead of the steak dinner you envisioned. Let me explain.
Imagine you are running a restaurant. You need to present information to your customers. How? Well, in most cases it is a menu. To make that menu come together […]
We plan. We mitigate risk. We test. And Implement. However, more often than not there is deviation from the plan. Recently this effected a project that I was on so I felt compelled to write. There are reasons for deviation such as ambiguity allowing for scope creep or conflicting projects with different objectives. It is also unrealistic to expect any project […]